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Financial planning
Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....
People & Products
E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally....
Funds management
The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....
Financial planning
Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....
Funds management
Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....
People & Products
Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....
People & Products
Federated Hermes has appointed Jim Roland as head of distribution for Asia Pacific as the firm expands in the region....
People & Products
The specialist asset manager has been appointed to oversee the $115 billion super fund UniSuper’s private debt portfolio in Australia and New Zealand....
Financial planning
Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November....
People & Products
The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein....
People & Products
The health and wellbeing specialist bolstered its investment into financial advice with a newly formed managerial team in its Retail Distribution business....
People & Products
The digital advice service has appointed Ian Knox as chairperson, replacing former MP and FOFA chair, Bernie Ripoll....
People & Products
The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....
People & Products
The investment technology platform welcomes a new head of platform and head of technology....
People & Products
Aviva Investors has appointed David Hedalen as head of real assets research....
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